Often, investors ask us about the remaining useful life for pipelines and whether these assets will become stranded as renewable energy and electric vehicles gain traction.
The AI revolution might be coming hand in hand with a power revolution — something for investors in uranium to watch.
Household equity allocations are again sharply rising, as the “Fear Of Missing Out” or “F.O.M.O.” fuels a near panic mentality to chase markets higher.
Attractive growth companies are scattered across Europe’s otherwise lackluster market landscape. Here’s how to find them.
At Mutual Series, we do not believe the packed and contentious 2024 global election season will upend the major long-term trends around supply-chain links, energy security and defense—all of which can further support certain value stocks.
Morgan Stanley and JPMorgan Chase & Co. are piling into Europe’s bond market to raise money, the first Wall Street banks to do so this year as they take advantage of strong funding conditions.
Here are five notable charts to consider in global commodity markets as the week gets underway.
Over the last few years, digital currencies and gold have become decent barometers of speculative investor appetite.
With interest rates at their highest levels in over a decade, now is a good time for most plan sponsors to de-risk their liabilities via a lump sum window.
At the end of Exchange 2024, VettaFi shared an exciting announcement: Exchange 2025 will take place in Las Vegas. Next year’s iteration of the legendary conference will happen March 23-26. It will be held at Virgin Hotel’s Curio Collection by Hilton.
Homeownership is the quintessential American dream, but it’s become increasingly elusive for many households. A multitude of factors, including soaring home prices, elevated interest rates and persistent inflation, has created the perfect storm, making homeownership a distant reality for more U.S. residents.
Investments in aircraft can offer steady cash flow and a return profile that’s uncorrelated to broad market indices.
Corporate taxes illustrate the complexity of global policy coordination.
With the future of the economic environment remaining uncertain, investors are reevaluating what factors to prioritize when seeking large-cap opportunities.
After years of managing household budgets through the stress of the worst inflation in a generation, US families are increasingly pressured by a different kind of financial squeeze: The cost of carrying debt.
Since their inception, exchange traded funds (ETFs) continue to grow their market share and popularity with investors. The tax efficiency for which they are known comes down to three primary mechanisms from which the vehicle wrapper benefits.
Nvidia Corp.’s annual artificial intelligence conference is just days away and expectations are high for the semiconductor maker to deliver news that will sustain the blistering rally in its stock.
For many investors, fixed income is intended to serve as the ballast of a portfolio. This means that it hopefully provides stability in turbulent times while providing consistent and known income, cash flow, and return of principal.
Global elections may lean towards nationalist policies that could hinder trade in goods via tariffs, but also boost growth in domestic industries to counter inflationary effects.
In this episode, we will be talking about how to use social listening to inform your content marketing strategy and for lead generation. We will cover what social listening is and why LinkedIn is a gold mine for your practice. You'll walk away with data insights, specific recommendations to engage with prospects and a social media tool kit you can apply today.
Let’s look at a few approaches to leadership that will be better suited to the current moment than the more traditional styles.
The fervor for all things AI has finally spread to a sector whose own heady start-up phase came about 160 years ago: Pipelines.
Although markets expect both the Fed and the ECB to cut rates in June, macro developments could change that forecast.
In a new piece, GMO’s long-term investment strategist Jeremy Grantham reexamines the ‘great paradox’ of the U.S. market.
Though we are still grappling with the post-pandemic shock, throughout last year pundits underestimated the durability of the American consumer.
Since the 1980s, we have celebrated and honored female trailblazers, who have shaped our history and advocated for change, during Women’s History Month.
Q4 earnings revealed a tale of two markets in the U.S., with tech and internet players hitting home runs as other sectors and industries played small ball in comparison.
In a move aimed at offering voters a pre-election giveaway, UK Chancellor Jeremy Hunt cut national insurance contributions by 2 percentage points in his spring budget. He had previously cut national insurance contributions by 2 percentage points in the autumn budget less than four months ago.
While market pricing looks more reasonable, European Central Bank rate cuts, which could commence in June, are unlikely to be delivered as aggressively as the market expects in 2024.
Super Tuesday was, if I may, super obvious. Former President Donald Trump clinched nearly every delegate that was up for grabs, forcing his Republican challenger, Nikki Haley, out of the race, which all but guarantees his nomination.
The pandemic years transformed wealth in the US, sowing the seeds of a new form of inequality.
The last time Cathie Wood and ARK Investment Management found themselves on the opposite side of a call made by Grizzly Research, they lost tens of millions of dollars. It’s not stopping them from facing down the activist short seller once again.
Learn how to engage and tailor approaches for women, addressing unique challenges and priorities in financial planning. Discover insights and resources to actively support female clients, seize opportunities, and shape the future of wealth management for women.
While central banks in the United States and eurozone are gauging when to embark on monetary easing, the Bank of Japan will likely hike in April. All three will continue to monitor wages (and their impact on services inflation) and the balance of risks to economic growth.
We get granular as the environment for risk-taking is supportive for now. That’s why we like euro area high yield credit, emerging market debt and U.S. stocks.
The average expected return on asset (EROA) assumption for the largest U.S.-listed pension plan sponsors increased to 6.70% in 2023—the first time a year-over-year increase has been observed in 19 years of records.
The shift from a regime of secular stagnation to one of reflation is contributing to both a broadening of global earnings growth and significantly higher dispersion in company results and performance.
Amid a 2023 market rally, exchange-traded fund (ETF) inflows had a banner year, putting the mutual fund industry further on notice that ETF popularity continues to grow exponentially. Furthermore, the move toward ETFs should increase investor exposure to active funds that focus on bonds.
Advisors love to whine about marketing. I will solve your three biggest marketing problems in two paragraphs or less.
Crypto exuberance is hitting overdrive thanks to the game-changing launch of Bitcoin ETFs — with seven issuers now pushing US regulators to greenlight funds tracking Ether, the world’s second-largest cryptocurrency.
European nations still have a long energy transition ahead.
This lessening of government involvement, and the change in the corporate culture, together with a new or reinterpreted economic philosophy all combined to produce an unraveling of the United States that had for some time been incredibly materially productive for the benefit of all.
Equity investors didn't mind the extra day this February as both domestic large-cap stocks and small-to-mid-cap stocks saw steady gains through the month, bringing both groups into positive territory year-to-date, though the latter continues to lag.
Not all investment returns are the same. Some are taxed at a higher rate than others. The Form 1099-DIV can help you analyze the Investment Tax Health of your clients. By looking at how much the investor received in different investment returns, you can calculate how much federal tax they will need to pay.
OpenAI leader Sam Altman made headlines earlier this month, touting a semiconductor project requiring trillions of dollars.
An investment program with dedicated but limited internal resources can extend its staff through a strategic partnership with an external investment solutions provider.
Like travel agents, real estate agents will need to offer more value and be more available to those willing to pay. They can also be my friend, so long as they don’t charge too high a commission.
Despite conventional wisdom, political uncertainty doesn’t necessarily pose acute risks to the healthcare sector.
Dina Ting, Head of Global Index Portfolio Management for Franklin Templeton Exchange-Traded Funds, delves into these positive developments and sheds light on Japan’s expanding economic prospects.
Losing a parent is devastating. Losing both in a short time creates a unique set of emotional and practical challenges.
